Financial Adviser
· GOULBURN, NSW
Prudence Elizabeth Martin
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000323381
Prudence Elizabeth Martin is a financial adviser based in Goulburn, New South Wales, with 18 years of experience in the financial services industry. Prudence is currently authorised under Pm Financial Advisers Pty Ltd. Prudence holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from FPA. Prudence is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor Commerce
University of New England
2011
Masters of Applied Finance (Financial Planning)
Kaplan
2015
Certified Financial Planner
FPA
2019
Ethics and Professional in Financial Advice
Bridging Course - Ethics - Kaplan Higher Education